Insights from Mizuho Americas
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Category: Research
2020 Vision: U.S. & China Internet Trends
Looking at internet and big tech stocks through 2020, Senior Equity Research Analyst James Lee reminds us to focus on the fundamentals.
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Category: Research
Global Markets and Midstream Energy
For the first time, the US exports more oil than it imports. Gabriel Moreen, Managing Director, US MLPs & Pipelines, explains how that impacts the midstream energy sector.
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Category: Research
Utilities Outlook 2020
How might utilities fare this year? Mizuho Senior Equity Analyst Paul Fremont looks beyond the headlines and explains the opportunities for – and threats to – earnings growth in the sector.
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Category: Expert Opinions
A 2019 Healthcare Market Recap and 2020 Forecast by Mizuho Americas
Mizuho Equity Capital Markets' Mariano Gault gives us a rundown of the healthcare sector in 2019, and why he expects its positive momentum to continue.
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Category: Trends
What's Driving the Growth in E-payments?
Michael Aragona looks at the meteoric rise in electronic payments globally and examines the drivers and the impact on the payments industry.
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Category: Expert Opinions
A Renaissance and other Trends in Energy: A Few Minutes with Oil and Gas Equity Analyst Paul Sankey
In September 2019, the US exported more oil and petroleum products than it imported. With a lot going on in the sector, we sat with Mizuho Americas Oil and Gas Equity Analyst Paul Sankey to get his take on the trends he is seeing.
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Category: Research
Managed Care Investors Must Manage the Political Tradewinds
While the fundamentals of the industry look good, Managed Care isn’t immune to the political rhetoric of the day. Equity Analyst Ann Hynes helps us understand the intersection of healthcare stocks and politics.
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Category: Research
The Roadmap to 5G: The Next Frontier
Mizuho Research Analyst Vijay Rakesh looks at the race to 5G and the major changes this technology will bring.
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Category: Research
HCM’s on Cloud Nine: A Q&A with Software Analyst Siti Panigrahi
Even while experiencing impressive growth in the past few years, SaaS companies remain a darling of the investor community. Siti Panigrahi discusses the trends influencing this popular market.